Bogle on Mutual Funds

by Bogle, John C.

• ISBN13: 9781556238604
• ISBN10: 1556238606
• Format: Hardcover
• Copyright: 1993-09-01
• Publisher: McGraw-Hill

Summary

Bogle on Mutual Funds is a straightforward assessment of the industry written for the investor who wants a true and unflinching portrayal. Bogle not only explains the basic principles of canny mutual fund investing, but Bogle on Mutual Funds also explores its subtle nuances and exposes the hype and fads that often lure investors into making unwise decisions. This conscientious guide offers strategies for developing a diversified portfolio that will weather the markets short-term variations. Bogle warns the reader of the major pitfalls common to mutual fund investing. Ideal for investors at every level of expertise, Bogle on Mutual Funds shows how to: Design a portfolio of funds to meet your current financial objectives; Recognize excessive fees, minimize taxes, evaluate investment risk, and spot false advertising claims; Balance risk and return through asset allocation strategy and tactics, astute fund selection, and effective use of index funds; Understand the important role of cost, the third leg (along with risk and return) of the eternal triangleof investing; Interpret the data found in such sources as syndicated newspapers, Morningstar Mutual Funds, and other mutual fund guides, and use that information to make better investment decisions.

Table of Contents

Part I: Building Blocks.The Rewards of Investing.The Risks of Investing.Mutual Funds.Part II: How to Select a Common Stock Mutual Fun.How to Select a Bond Mutual Fund.How to Select a Money Market Fund.How to Select a Balanced Mutual Fund.Where to Get Mutual Fund Information.Part III: New Perspectives on Three Key Issues.Index Funds.Mutual Fund Costs.Taxes and Mutual Funds.Part IV: Practical Application of Investment Principles.The Allocation of Investment Assets.Mutual Fund Model Portfolios.A Mandate for Fund Shareholders